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Managed Accounts

Let us handle the investing.

Investing can be a great way to reach your retirement goals. Our Journey Series Managed Accounts provide three investment options - each with their own unique features to provide the potential to grow your money.

Select a service below to learn more

CoMPAS Account

When it comes to investing, we know you may need some direction. A CoMPAS account can help.

Focus Account

Put your future into focus with an investment strategy personally designed for your financial goals.

Vision Account

You’ve worked hard to accumulate your wealth. See how a Vision Account will work hard for you.

CoMPAS Focus Vision
Suggested minimum

$5,000

$350,000

$1 million

What you get

No-load mutual funds to help you maximize your assets in anticipation of life events.

 

A unique blend of active and passive investment management.

A customized portfolio of individual securities.

Changes in the economy

In addition to offering a wide range of investment and retirement options, the team at COUNTRY Trust Bank wants to make sure you’re "in the know" when it comes to changes in the economy. We're always keeping an eye on how economic changes could impact you. 

 

Basics of investing

Through our Journey Series, we'll help you with some of the basics of investing:

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Asset Allocation

Your money is divided among asset categories like stocks, bonds, mutual funds and cash to address your specific time horizon and tolerance for risk.

 

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Rebalancing

This helps keeps your portfolio within your asset allocation mix.

 

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Choosing Investments

We'll select investments that help meet the goals of the asset allocation strategy you choose, based on your tolerance for risk.

Introducing COUNTRY Financial® Mobile

Need to view your insurance card in a hurry, pay your bill over your morning coffee, or contact your rep? You can do all of that and more with our app. Download it today!

  • iOS Link
  • Google Play Link

NOT FDIC-INSURED

May lose value

No bank guarantee

Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. Please see our Terms & Conditions for more information about COUNTRY Trust Bank and its affiliates.

 

Diversification and rebalancing do not assure a profit or protect against loss in a declining market.